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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,097 | $73,848+46.4% | $143,799-24.8% | $68,486+57.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.50% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,756 | $3,184+206.4% | $4,952+97.0% | $2,597+275.7% |
| Participant deferral / active EE | $19,513 | $3,385+476.5% | $5,638+246.1% | $4,028+384.5% |
| Admin fee / account holder | $1,665 | $5,755-71.1% | $14,677-88.7% | $5,404-69.2% |